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Understanding your investments is an important part of making informed decisions with your money. The Fund Facts provides you with valuable information about a mutual fund such as its past performance, costs, and breakdown of investment assets so that, together, you and your Financial Advisor can select the investments that are right for you.




Family:           Series:
Power Funds
Value Funds
Equity Income Funds
Fixed Income Funds
Specialty Funds
Dynamic Private Investment Pools
DynamicEdge Portfolios
Marquis Institutional Solutions
Core Funds